INTENTIONAL WEALTH PARTNERS
Cleveland, OH
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(440) 545-1001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
RETIRE RIGHT WEALTH MANAGEMENT
Mason, OH
AUM
$60.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
5137229222
SWS ADVISORS, INC.
Columbus, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-438-5300
ARD ADVISORY SERVICES, LLC
Dublin, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-602-6506
SPINNAKER FINANCIAL GROUP, LLC
Independence, OH
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-615-4101
POWERS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$59.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 485-1188
ELEVATION FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$58.7M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
614-888-2222
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
ONCENTER FINANCIAL ADVISORS LLC
Beachwood, OH
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(216) 296-7373
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
Cincinnati, OH
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-241-2110
YFP WEALTH
New Albany, OH
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-618-5901
WALDEN FINANCIAL
Granville, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-517-1687
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
Olmsted Falls, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-235-0310
ONE BRICK CAPITAL, LLC
Columbus, OH
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
614-5309733
PARALLEL EQUITY ADVISORS LTD.
Dublin, OH
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-354-5452
21ST CENTURY EQUITY ADVISORS CORPORATION
Worthington, OH
AUM
$50.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-487-8873
TRUE NORTH FINANCIAL ADVISORS, LLC
Hilliard, OH
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
6142053389
NORTHPOINT FINANCIAL PLANNING LLC
Delaware, OH
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
740-513-7968
CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-801-4874
PETERS WEALTH GROUP
Westerville, OH
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(614) 865-2111
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-550-5428
RETIREMENT PLAN ADVISORS LTD
Cincinnati, OH
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-834-9383
WILLIAMSON WEALTH MANAGEMENT
Canton, OH
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-493-7300